Robert J. WittmanHouse
U.S. Representative · VA-01 · R · 2015-09 → 2026-06
- Chamber
- House
- Party
- R
- State
- VA
- Trades
- 274 (153 buys · 115 sells)
- Estimated volume
- $2.4M
- Late filings
- 11% (29 of 274)
- Median filing lag
- 25 days
- Outperformance rank
- #74 of 143 ranked
Estimated portfolio
Their disclosed buys at today's prices, assuming nothing was sold. Trades are disclosed as ranges, so we use the midpoint.
Headlines
- Portfolio value
- $2.2M
- from $953K cost
- Estimated gain
- +$1.3M
- Up 136%
- Versus the S&P 500
- -$141K
- SPY would hold $2.4M
- Positions
- 79
- from 116 buys
| # | Position | Since | Cost basis | Value today | Gain | Share of portfolio |
|---|---|---|---|---|---|---|
| 1 | AAPLApple Inc. | 2015-09-15 | $57K | $411K | +627% | 18% |
| 2 | MSFTMicrosoft Corporation | 2015-09-15 | $24K | $132K | +449% | 6% |
| 3 | ABBVAbbVie Inc. | 2015-09-15 | $32K | $109K | +241% | 5% |
| 4 | JPMJP Morgan Chase & Co. | 2015-09-15 | $32K | $107K | +233% | 5% |
| 5 | GEGeneral Electric Company | 2021-03-31 | $16K | $83K | +421% | 4% |
| 6 | WMTWalmart Inc. | 2021-12-14 | $24K | $69K | +188% | 3% |
| 7 | AMZNAmazon.com, Inc. | 2022-06-16 | $24K | $57K | +136% | 3% |
| 8 | AVGOom Inc. | 2021-04-22 | $8K | $52K | +545% | 2% |
| 9 | TJXTJX Companies, Inc. | 2021-09-13 | $24K | $50K | +109% | 2% |
| 10 | AXPAmerican Express Company | 2019-08-14 | $16K | $45K | +184% | 2% |
| 11 | MAMastercard Incorporated | 2022-02-28 | $24K | $45K | +86% | 2% |
| 12 | CATCaterpillar, Inc. | 2021-01-13 | $16K | $43K | +169% | 2% |
| 13 | XOMExxon Mobil Corporation | 2020-05-21 | $16K | $41K | +158% | 2% |
| 14 | SPYdR S&P 500 | 2022-01-14 | $24K | $41K | +71% | 2% |
| 15 | LOWMorgan Stanley INH IRA lowe's Companies, Inc. | 2015-09-15 | $16K | $41K | +155% | 2% |
Showing top 15 of 79 positions by value
Trades that mattered most
These 8 buys explain 35% of their result against the S&P 500.
| # | Stock | Asset | Bought | Held | Size | Return | vs SPY | Source |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | 2018-12-31 | 7.9y | $15K-50K | +768% | +574% | |
| 2 | MSFT | Microsoft Corporation | 2015-09-15 | 11.1y | $1K-15K | +1106% | +836% | |
| 3 | AAPL | Apple Inc. | 2015-09-15 | 11.1y | $1K-15K | +1078% | +807% | |
| 4 | AVGO | om Inc. | 2021-04-22 | 5.5y | $1K-15K | +545% | +467% | |
| 5 | GE | General Electric Company | 2022-03-29 | 4.6y | $1K-15K | +448% | +389% | |
| 6 | WHR | Morgan Stanley Whirlpool Corporation | 2015-09-15 | 11.1y | $1K-15K | -82% | -352% | |
| 7 | VFC | Morgan Stanley V.F. Corporation | 2015-09-15 | 11.1y | $1K-15K | -70% | -340% | |
| 8 | M | Morgan Stanley Macy's Inc (M) | 2015-09-15 | 11.1y | $1K-15K | -60% | -330% |
Returns by stock
Each stock's return since they bought it, next to the S&P 500 over the same days.
| # | Stock | Trades | Buys / sells | Beat S&P 500 | Stock return | S&P 500 |
|---|---|---|---|---|---|---|
| 1 | AAPL | 6 | 4/2 | 4 of 4 | +627% | +172% |
| 2 | MSFT | 5 | 3/2 | 3 of 3 | +449% | +155% |
| 3 | GE | 3 | 2/1 | 2 of 2 | +421% | +72% |
| 4 | AVGO | 2 | 1/1 | 1 of 1 | +545% | +78% |
| 5 | BA | 2 | 2/0 | 0 of 2 | +30% | +260% |
| 6 | CVS | 8 | 2/5 | 0 of 2 | +6% | +225% |
| 7 | JPM | 5 | 4/1 | 4 of 4 | +233% | +128% |
| 8 | WHR | 1 | 1/0 | 0 of 1 | -82% | +270% |
| 9 | VFC | 1 | 1/0 | 0 of 1 | -70% | +270% |
| 10 | M | 1 | 1/0 | 0 of 1 | -60% | +270% |
| 11 | FIS | 2 | 1/1 | 0 of 1 | -59% | +270% |
| 12 | T | 3 | 2/1 | 0 of 2 | +4% | +164% |
| 13 | IFF | 4 | 2/2 | 0 of 2 | -35% | +123% |
| 14 | WMT | 5 | 3/2 | 3 of 3 | +188% | +83% |
| 15 | DG | 4 | 2/2 | 0 of 2 | -30% | +120% |
Committees
Sits onArmed Services HouseNatural Resources HouseChina (select) House
None of their 1 stock trade since January 2025 was in a company lobbying their committees.
Trades by month
Disclosed buys and sells, by the month they were made. Tap or hover for the stocks.
BuysSells
| Month | Buys | Sells |
|---|---|---|
| Jun 2026 | 0 | 1 |
| Sep 2023 | 1 | 15 |
| Aug 2023 | 0 | 1 |
| Jul 2023 | 2 | 3 |
| Jun 2023 | 1 | 2 |
| May 2023 | 1 | 0 |
| Apr 2023 | 1 | 2 |
| Feb 2023 | 3 | 4 |
| Jan 2023 | 4 | 6 |
| Dec 2022 | 8 | 3 |
| Nov 2022 | 7 | 5 |
| Oct 2022 | 1 | 0 |
| Sep 2022 | 4 | 7 |
| Aug 2022 | 5 | 3 |
| Jul 2022 | 4 | 0 |
| Jun 2022 | 6 | 9 |
| May 2022 | 5 | 6 |
| Apr 2022 | 3 | 2 |
| Mar 2022 | 8 | 5 |
| Feb 2022 | 1 | 2 |
| Jan 2022 | 6 | 5 |
| Dec 2021 | 5 | 6 |
| Sep 2021 | 2 | 4 |
| Aug 2021 | 0 | 1 |
| May 2021 | 0 | 2 |
| Apr 2021 | 1 | 0 |
| Mar 2021 | 1 | 1 |
| Feb 2021 | 0 | 1 |
| Jan 2021 | 1 | 1 |
| Dec 2020 | 0 | 2 |
| Nov 2020 | 0 | 1 |
| Oct 2020 | 7 | 0 |
| Jul 2020 | 6 | 2 |
| Jun 2020 | 1 | 1 |
| May 2020 | 2 | 1 |
| Apr 2020 | 1 | 0 |
| Mar 2020 | 2 | 1 |
| Feb 2020 | 1 | 0 |
| Jan 2020 | 1 | 0 |
| Nov 2019 | 2 | 1 |
| Sep 2019 | 4 | 0 |
| Aug 2019 | 1 | 1 |
| Jun 2019 | 0 | 1 |
| Jan 2019 | 4 | 1 |
| Dec 2018 | 1 | 2 |
| Sep 2018 | 0 | 1 |
| Apr 2018 | 1 | 0 |
| Jan 2017 | 1 | 0 |
| Apr 2016 | 1 | 0 |
| Jan 2016 | 0 | 1 |
| Oct 2015 | 0 | 1 |
| Sep 2015 | 36 | 1 |
Buys and sells per month as a CSV, by the month they were made.
All trades
274 of 274
Robert J. Wittman
House · R · VA
Sell$1K-15K
+18.5% vs SPY
CCICrown Castle Inc. Common Stock
SUBHOLDING OF: Morgan Stanley
Robert J. Wittman
House · R · VA
Sell$1K-15K
+41.7% vs SPY
GOOGAlphabet Inc. - Class C Capital Stock
Robert J. Wittman
House · R · VA
Sell$1K-15K
+34.2% vs SPY
AMZNAmazon.com, Inc.
Robert J. Wittman
House · R · VA
Sell$1K-15K
+30.6% vs SPY
CATCaterpillar, Inc.
Robert J. Wittman
House · R · VA
Sell$1K-15K
-57.9% vs SPY
EOGEOG Resources, Inc.
Robert J. Wittman
House · R · VA
Sell$1K-15K
+14.2% vs SPY
HIGHartford Financial Services Group, Inc.
Robert J. Wittman
House · R · VA
Sell$1K-15K
+55.0% vs SPY
JPMJP Morgan Chase & Co.
Robert J. Wittman
House · R · VA
Sell$1K-15K
+8.1% vs SPY
KMIKinder Morgan, Inc.
Robert J. Wittman
House · R · VA
Sell$1K-15K
-2.4% vs SPY
MSFTMicrosoft Corporation
Robert J. Wittman
House · R · VA
Sell$1K-15K
-58.4% vs SPY
PLDProLogis, Inc.
Robert J. Wittman
House · R · VA
Sell$1K-15K
-94.3% vs SPY
UNHUnitedHealth Group Incorporated Common Stock
Robert J. Wittman
House · R · VA
Sell$1K-15K
-115.3% vs SPY
FISFidelity National Information Services, Inc.
Robert J. Wittman
House · R · VA
Sell$1K-15K
-46.2% vs SPY
IFFInternational Flavors & Fragrances, Inc.
Robert J. Wittman
House · R · VA
Buy$1K-15K
-61.9% vs SPY
AMTAmerican Tower Corporation
Robert J. Wittman
House · R · VA
Sell$1K-15K
-76.6% vs SPY
KMBKimberly-Clark Corporation
Robert J. Wittman
House · R · VA
Buy$1K-15K
-54.8% vs SPY
PGProcter & Gamble Company
Robert J. Wittman
House · R · VA
Sell·p$1K-15K
-37.5% vs SPY
UNPUnion Pacific Corporation
Robert J. Wittman
House · R · VA
Sell$1K-15K
-82.6% vs SPY
DGDollar General Corporation
Robert J. Wittman
House · R · VA
Buy$1K-15K
-119.3% vs SPY
ZTSZoetis Inc. Class A
Robert J. Wittman
House · R · VA
Sell·p$1K-15K
+176.7% vs SPY
AVGOBroadcom Inc.
Robert J. Wittman
House · R · VA
Sell$1K-15K
+21.8% vs SPY
CBChubb Limited
Robert J. Wittman
House · R · VA
Buy$1K-15K
-48.6% vs SPY
SPGIS&P Global Inc.
Robert J. Wittman
House · R · VA
Sell·p$1K-15K
-84.1% vs SPY
ACNAccenture plc Class A Ordinary Shares
Robert J. Wittman
House · R · VA
Buy$1K-15K
+0.9% vs SPY
MAMastercard Incorporated
Robert J. Wittman
House · R · VA
Buy$1K-15K
-103.2% vs SPY
ACNAccenture plc Class A Ordinary Shares
Robert J. Wittman
House · R · VA
Buy$1K-15K
+32.5% vs SPY
TJXTJX Companies, Inc.
Subholding Of: Morgan Stanley INH IRA
Robert J. Wittman
House · R · VA
Sell·p$1K-15K
-109.9% vs SPY
PDMPiedmont Office Realty Trust, Inc. Class A
Robert J. Wittman
House · R · VA
Buy$1K-15K
+68.3% vs SPY
JPMJP Morgan Chase & Co.
Robert J. Wittman
House · R · VA
Sell$1K-15K
+23.0% vs SPY
CSCOCisco Systems, Inc.
Robert J. Wittman
House · R · VA
Buy$1K-15K
-35.1% vs SPY
XOMExxon Mobil Corporation
Robert J. Wittman
House · R · VA
Sell·p$1K-15K
+27.1% vs SPY
MSFTMicrosoft Corporation
Robert J. Wittman
House · R · VA
Sell$1K-15K
-127.0% vs SPY
BAXBaxter International Inc.
Filing Status: New
Subholding Of: Morgan Stanley
Robert J. Wittman
House · R · VA
Buy$1K-15K
—Harding Loevner Intl Eqty Inst
Filing Status: New
Subholding Of: Morgan Stanley
Location: US
Description: Mutual fund
Robert J. Wittman
House · R · VA
Buy$15K-50K
—AB Global Bond Adv
Filing Status: New
Subholding Of: Morgan Stanley
Location: US
Description: Mutual fund
Robert J. Wittman
House · R · VA
Buy$15K-50K
—Metropolitan West Tot Ret Bd I
Filing Status: New
Subholding Of: Morgan Stanley
Location: US
Description: Mutual fund
Robert J. Wittman
House · R · VA
Sell$15K-50K
—Vanguard Total Bond Market
Filing Status: New
Subholding Of: Morgan Stanley
Location: US
Description: Mutual fund
Robert J. Wittman
House · R · VA
Sell$15K-50K
—Vanguard Total Intl Bond ETF
Filing Status: New
Subholding Of: Morgan Stanley
Location: US
Description: Mutual fund
Robert J. Wittman
House · R · VA
Buy$15K-50K
—Harding Loevner Intl Eqty Inst
Filing Status: New
Subholding Of: Morgan Stanley
Location: US
Description: Mutual fund
Robert J. Wittman
House · R · VA
Sell·p$1K-15K
—Ishares Edge MSCI Min Vol USA
Filing Status: New
Subholding Of: Morgan Stanley
Location: US
Description: Mutual fund
Robert J. Wittman
House · R · VA
Sell$15K-50K
—Virtus Vontobel Foreign Opp
Filing Status: New
Subholding Of: Morgan Stanley
Location: US
Description: Mutual fund
Robert J. Wittman
House · R · VA
Sell·p$1K-15K
-108.3% vs SPY
ELVElevance Health, Inc.
Filing Status: New
Subholding Of: Morgan Stanley
Robert J. Wittman
House · R · VA
Buy$1K-15K
-135.7% vs SPY
DGDollar General Corporation
Robert J. Wittman
House · R · VA
Sell·p$1K-15K
-87.3% vs SPY
MCDMcDonald's Corporation
Robert J. Wittman
House · R · VA
Buy$1K-15K
-111.8% vs SPY
CMCSAComcast Corporation - Class A
Robert J. Wittman
House · R · VA
Buy$1K-15K
+0.9% vs SPY
MAMastercard Incorporated
Robert J. Wittman
House · R · VA
Buy$1K-15K
+89.8% vs SPY
AMZNAmazon.com, Inc.
Robert J. Wittman
House · R · VA
Sell$1K-15K
-111.9% vs SPY
CMCSAComcast Corporation - Class A
Robert J. Wittman
House · R · VA
Sell·p$1K-15K
-110.1% vs SPY
IFFInternational Flavors & Fragrances, Inc.
Robert J. Wittman
House · R · VA
Sell·p$1K-15K
+17.4% vs SPY
MAMastercard Incorporated
Robert J. Wittman
House · R · VA
Buy$1K-15K
+0.0% vs SPY
SPYSPDR S&P 500 ETF Trust
Robert J. Wittman
House · R · VA
Sell$1K-15K
—Global X US INF DEV ETF
Robert J. Wittman
House · R · VA
Buy$1K-15K
+60.3% vs SPY
GOOGAlphabet Inc. - Class C Capital Stock
Robert J. Wittman
House · R · VA
Buy$1K-15K
+6.6% vs SPY
AMZNAmazon.com, Inc.
Robert J. Wittman
House · R · VA
Buy$1K-15K
+8.4% vs SPY
MSFTMicrosoft Corporation
Robert J. Wittman
House · R · VA
Buy$1K-15K
-89.9% vs SPY
ABTAbbott Laboratories
Filing Status: New
Subholding Of: Morgan Stanley
Robert J. Wittman
House · R · VA
Buy$1K-15K
-151.2% vs SPY
BAXBaxter International Inc.
Filing Status: New
Subholding Of: Morgan Stanley
Robert J. Wittman
House · R · VA
Buy$1K-15K
+100.8% vs SPY
WMTWalmart Inc.
Filing Status: New
Subholding Of: Morgan Stanley
Robert J. Wittman
House · R · VA
Sell·p$1K-15K
-92.8% vs SPY
ABTAbbott Laboratories
Robert J. Wittman
House · R · VA
Buy$1K-15K
+49.6% vs SPY
AMZNAmazon.com, Inc.
Robert J. Wittman
House · R · VA
Sell·p$1K-15K
-161.0% vs SPY
BAXBaxter International Inc.
Robert J. Wittman
House · R · VA
Sell$1K-15K
FIXDFirst Trust TCW Opportunistic Fixed Income ETF
Robert J. Wittman
House · R · VA
Sell$1K-15K
+594.1% vs SPY
GEGeneral Electric Company
Robert J. Wittman
House · R · VA
Sell·p$1K-15K
+26.1% vs SPY
PAVEGlobal X Funds Global X U.S. Infrastructure Development ETF
Robert J. Wittman
House · R · VA
Buy$1K-15K
-99.7% vs SPY
SHYGiShares 0-5 Year High Yield Corporate Bond ETF
Robert J. Wittman
House · R · VA
Buy$1K-15K
-118.8% vs SPY
TLHiShares 10-20 Year Treasury Bond ETF
Robert J. Wittman
House · R · VA
Sell$1K-15K
+0.7% vs SPY
IVViShares Core S&P 500 ETF
Robert J. Wittman
House · R · VA
Buy$1K-15K
-0.3% vs SPY
IWBiShares Russell 1000 ETF
Robert J. Wittman
House · R · VA
Sell·p$1K-15K
+0.0% vs SPY
SPYSPDR S&P 500
Robert J. Wittman
House · R · VA
Sell·p$1K-15K
+37.9% vs SPY
TJXTJX Companies, Inc.
Robert J. Wittman
House · R · VA
Sell·p$1K-15K
+111.6% vs SPY
WMTWalmart Inc.
Robert J. WittmanJT
House · R · VA
Sell·p$1K-15K
DREDuke Realty Corporation
Robert J. Wittman
House · R · VA
Sell·p$1K-15K
—Ishares Core MSCI EAFE ETF
Robert J. Wittman
House · R · VA
Buy$1K-15K
+97.1% vs SPY
JPMJPMorgan Betabuilders Canada
Robert J. Wittman
House · R · VA
Buy$1K-15K
+97.1% vs SPY
JPMJPMorgan Equity Premium Inco
Robert J. Wittman
House · R · VA
Sell$1K-15K
-37.6% vs SPY
SBUXStarbucks Corporation
Robert J. Wittman
House · R · VA
Buy$1K-15K
-73.6% vs SPY
ABTAbbott Laboratories
Robert J. Wittman
House · R · VA
Buy$1K-15K
+0.0% vs SPY
SPYSPDR S&P 500 ETF Trust
Robert J. Wittman
House · R · VA
Buy$1K-15K
+41.6% vs SPY
TJXTJX Companies, Inc.
Robert J. Wittman
House · R · VA
Buy$1K-15K
+93.4% vs SPY
CATCaterpillar, Inc.
Robert J. Wittman
House · R · VA
Buy$1K-15K
+388.8% vs SPY
GEGeneral Electric Company
Robert J. Wittman
House · R · VA
Buy$1K-15K
+23.3% vs SPY
HIGHartford Financial Services Group, Inc.
Robert J. Wittman
House · R · VA
Buy$1K-15K
-96.7% vs SPY
TLTiShares 20+ Year Treasury Bond ETF
Robert J. Wittman
House · R · VA
Sell·p$1K-15K
-79.0% vs SPY
ABTAbbott Laboratories
Robert J. Wittman
House · R · VA
Buy$1K-15K
-1.5% vs SPY
IWBiShares Russell 1000 ETF
Robert J. Wittman
House · R · VA
Sell·p$1K-15K
+0.0% vs SPY
SPYSPDR S&P 500
Robert J. Wittman
House · R · VA
Sell·p$1K-15K
+46.7% vs SPY
TJXTJX Companies, Inc.
Robert J. Wittman
House · R · VA
Buy$1K-15K
-82.1% vs SPY
SHYGiShares 0-5 Year High Yield Corporate Bond ETF
Robert J. Wittman
House · R · VA
Buy$1K-15K
KMI.WKinder Morgan, Inc. Warrants Expiring 2017
Robert J. Wittman
House · R · VA
Sell·p$1K-15K
—BDVanguard Total Bond Index Fund
Corporarte bond index fund
Robert J. Wittman
House · R · VA
Buy$1K-15K
+12.5% vs SPY
MAMastercard Incorporated
Robert J. Wittman
House · R · VA
Sell$1K-15K
+23.2% vs SPY
MRKMorgan Stanley Merck & Company, Inc. Common Stock
Robert J. Wittman
House · R · VA
Buy$1K-15K
FLGBMorgan Stanley INH IRA Franklin FTSE united Kingdom ETF
Robert J. Wittman
House · R · VA
Sell$1K-15K
SPHBMorgan Stanley Invesco S&P 500 High beta ETF
Robert J. Wittman
House · R · VA
Buy$1K-15K
IEURMorgan Stanley INH IRA iShares Core MSCI Europe ETF
Robert J. Wittman
House · R · VA
Sell$1K-15K
-126.8% vs SPY
EFGMorgan Stanley INH IRA iShares MSCI EAFE growth ETF
Robert J. Wittman
House · R · VA
Buy$1K-15K
+35.9% vs SPY
METAMorgan Stanley Meta Platforms, Inc. - Class A
Robert J. Wittman
House · R · VA
Buy$1K-15K
+21.4% vs SPY
XLEdR Select Sector Fund - Energy Select Sector
Robert J. Wittman
House · R · VA
Sell$1K-15K
-51.0% vs SPY
HONMorgan Stanley INH IRA Honeywell International Inc.
Robert J. Wittman
House · R · VA
Sell$1K-15K
-6.0% vs SPY
LMTMorgan Stanley INH IRA lockheed Martin Corporation
Robert J. Wittman
House · R · VA
Buy$1K-15K
+0.0% vs SPY
SPYMorgan Stanley INH IRA SPdR S&P 500
Robert J. Wittman
House · R · VA
Sell·p$1K-15K
+0.0% vs SPY
SPYMorgan Stanley SPdR S&P 500
Robert J. Wittman
House · R · VA
Sell$1K-15K
-51.9% vs SPY
BSXMorgan Stanley boston Scientific Corporation
Robert J. Wittman
House · R · VA
Buy$1K-15K
+13.1% vs SPY
EOGMorgan Stanley EOg Resources, Inc.
Robert J. Wittman
House · R · VA
Sell$1K-15K
-19.0% vs SPY
NOCMorgan Stanley Northrop grumman Corporation
Robert J. Wittman
House · R · VA
Buy$1K-15K
-64.8% vs SPY
SBUXMorgan Stanley INH IRA Starbucks Corporation
Robert J. Wittman
House · R · VA
Sell$1K-15K
-87.2% vs SPY
TGTMorgan Stanley INH IRA Target Corporation
Robert J. Wittman
House · R · VA
Buy$1K-15K
WRK.VMorgan Stanley Westrock Company Common Stock Ex-distribution When Issued
Robert J. Wittman
House · R · VA
Sell$1K-15K
-24.3% vs SPY
CMEMorgan Stanley INH IRA CME group Inc. - Class A
Robert J. Wittman
House · R · VA
Sell·p$1K-15K
-62.1% vs SPY
NEEMorgan Stanley INH IRA NextEra Energy, Inc.
Robert J. Wittman
House · R · VA
Buy$1K-15K
+101.1% vs SPY
WMTMorgan Stanley INH IRA Walmart Inc.
Robert J. Wittman
House · R · VA
Sell$1K-15K
-32.8% vs SPY
TMorgan Stanley INH IRA AT&T Inc.
Robert J. Wittman
House · R · VA
Sell$1K-15K
+1.9% vs SPY
JNJMorgan Stanley Johnson & Johnson
Robert J. Wittman
House · R · VA
Buy$1K-15K
+32.3% vs SPY
TJXMorgan Stanley INH IRA TJX Companies, Inc.
Robert J. Wittman
House · R · VA
Sell·p$1K-15K
+0.4% vs SPY
JNJMorgan Stanley Johnson & Johnson
Robert J. WittmanSP
House · R · VA
Sell$1K-15K
+77.4% vs SPY
RGLDRoyal gold, Inc.
Robert J. Wittman
House · R · VA
Sell·p$1K-15K
-6.2% vs SPY
CSCOCisco Systems, Inc.
Robert J. Wittman
House · R · VA
Sell$1K-15K
-111.6% vs SPY
DGDollar general Corporation
Robert J. Wittman
House · R · VA
Sell$1K-15K
-126.5% vs SPY
UPSMorgan Stanley INH IRA united Parcel Service, Inc.
Robert J. Wittman
House · R · VA
Buy$1K-15K
+308.4% vs SPY
GEgeneral Electric Company
Robert J. Wittman
House · R · VA
Sell$1K-15K
-67.5% vs SPY
LOWMorgan Stanley INH IRA lowe's Companies, Inc.
Robert J. Wittman
House · R · VA
Sell$1K-15K
+70.3% vs SPY
PGRProgressive Corporation
Robert J. Wittman
House · R · VA
Buy$1K-15K
+91.6% vs SPY
CATCaterpillar, Inc.
Robert J. Wittman
House · R · VA
Sell$1K-15K
+8.3% vs SPY
VMorgan Stanley INH IRA Visa Inc.
Robert J. Wittman
House · R · VA
Buy$1K-15K
+109.1% vs SPY
COSTCostco Wholesale Corporation
Robert J. Wittman
House · R · VA
Buy$1K-15K
-183.6% vs SPY
CCIMorgan Stanley Crown Castle International Corp.
Robert J. Wittman
House · R · VA
Sell$1K-15K
-105.9% vs SPY
CVSMorgan Stanley CVS Health Corporation
Robert J. Wittman
House · R · VA
Sell$1K-15K
-79.4% vs SPY
DUKMorgan Stanley duke Energy Corporation
Robert J. Wittman
House · R · VA
Buy$1K-15K
-97.3% vs SPY
HDMorgan Stanley Home depot, Inc.
Robert J. Wittman
House · R · VA
Buy$1K-15K
-159.8% vs SPY
KMBMorgan Stanley Kimberly-Clark Corporation
Robert J. Wittman
House · R · VA
Buy$1K-15K
-15.9% vs SPY
RGLDMorgan Stanley Royal gold, Inc.
Robert J. Wittman
House · R · VA
Buy$1K-15K
-19.5% vs SPY
VMorgan Stanley Visa Inc.
Robert J. Wittman
House · R · VA
Sell$1K-15K
-73.9% vs SPY
CVSCVS Health Corporation
Robert J. Wittman
House · R · VA
Sell$15K-50K
PBCTSchwab account People's United Financial, Inc.
Robert J. Wittman
House · R · VA
Sell$1K-15K
-124.2% vs SPY
DISWalt Disney Company
Robert J. Wittman
House · R · VA
Buy$1K-15K
+94.2% vs SPY
AXPAmerican Express Company
Robert J. Wittman
House · R · VA
Buy$1K-15K
ANTMMorgan Stanley Anthem, Inc.
Robert J. Wittman
House · R · VA
Buy$1K-15K
+21.1% vs SPY
SCHWMorgan Stanley INH IRA Charles Schwab Corporation
Robert J. Wittman
House · R · VA
Buy$1K-15K
-140.7% vs SPY
IFFMorgan Stanley Internationa Flavors & Fragrances, Inc.
Robert J. Wittman
House · R · VA
Buy$1K-15K
-109.2% vs SPY
BSXMorgan Stanley boston Scientific Corporation
Robert J. Wittman
House · R · VA
Buy$1K-15K
+37.1% vs SPY
MSFTMorgan Stanley Microsoft Corporation
Robert J. Wittman
House · R · VA
Buy$1K-15K
+21.5% vs SPY
PGRMorgan Stanley INH IRA Progressive Corporation
Robert J. Wittman
House · R · VA
Buy$1K-15K
+127.8% vs SPY
MSIMotorola Solutions, Inc.
Robert J. Wittman
House · R · VA
Sell$1K-15K
-29.1% vs SPY
PNCMorgan Stanley PNC Financial Services group, Inc.
Robert J. Wittman
House · R · VA
Sell$1K-15K
-133.4% vs SPY
BDXbecton, Dickinson and Company
Robert J. Wittman
House · R · VA
Buy$1K-15K
+122.9% vs SPY
XOMMorgan Stanley Exxon Mobil Corporation
| Asset | Source | |||||||
|---|---|---|---|---|---|---|---|---|
Robert J. Wittman House · R · VA | Crown Castle Inc. Common Stock SUBHOLDING OF: Morgan Stanley | Sell | $1K-15K | 2026-06-30 | 2026-07-10 10d | +18.5% | ||
Robert J. Wittman House · R · VA | AbbVie Inc. | Sell | $1K-15K | 2023-09-28 | 2023-10-19 21d | +19.7% | ||
Robert J. Wittman House · R · VA | Alphabet Inc. - Class C Capital Stock | Sell | $1K-15K | 2023-09-28 | 2023-10-19 21d | +41.7% | ||
Robert J. Wittman House · R · VA | Amazon.com, Inc. | Sell | $1K-15K | 2023-09-28 | 2023-10-19 21d | +34.2% | ||
Robert J. Wittman House · R · VA | Apple Inc. | Sell | $1K-15K | 2023-09-28 | 2023-10-19 21d | +29.0% | ||
Robert J. Wittman House · R · VA | Caterpillar, Inc. | Sell | $1K-15K | 2023-09-28 | 2023-10-19 21d | +30.6% | ||
Robert J. Wittman House · R · VA | EOG Resources, Inc. | Sell | $1K-15K | 2023-09-28 | 2023-10-19 21d | -57.9% | ||
Robert J. Wittman House · R · VA | Hartford Financial Services Group, Inc. | Sell | $1K-15K | 2023-09-28 | 2023-10-19 21d | +14.2% | ||
Robert J. Wittman House · R · VA | JP Morgan Chase & Co. | Sell | $1K-15K | 2023-09-28 | 2023-10-19 21d | +55.0% | ||
Robert J. Wittman House · R · VA | Kinder Morgan, Inc. | Sell | $1K-15K | 2023-09-28 | 2023-10-19 21d | +8.1% | ||
Robert J. Wittman House · R · VA | Microsoft Corporation | Sell | $1K-15K | 2023-09-28 | 2023-10-19 21d | -2.4% | ||
Robert J. Wittman House · R · VA | ProLogis, Inc. | Sell | $1K-15K | 2023-09-28 | 2023-10-19 21d | -58.4% | ||
Robert J. Wittman House · R · VA | UnitedHealth Group Incorporated Common Stock | Sell | $1K-15K | 2023-09-28 | 2023-10-19 21d | -94.3% | ||
Robert J. Wittman House · R · VA | Walmart Inc. | Sell | $1K-15K | 2023-09-28 | 2023-10-19 21d | +60.1% | ||
Robert J. Wittman House · R · VA | Fidelity National Information Services, Inc. | Sell | $1K-15K | 2023-09-15 | 2023-10-19 34d | -115.3% | ||
Robert J. Wittman House · R · VA | International Flavors & Fragrances, Inc. | Sell | $1K-15K | 2023-09-15 | 2023-10-19 34d | -46.2% | ||
Robert J. Wittman House · R · VA | American Tower Corporation | Buy | $1K-15K | 2023-09-07 | 2023-10-19 42d | -61.9% | ||
Robert J. Wittman House · R · VA | Phillips 66 | Sell | $1K-15K | 2023-08-17 | 2023-09-30 44d | +47.8% | ||
Robert J. Wittman House · R · VA | Kimberly-Clark Corporation | Sell | $1K-15K | 2023-07-31 | 2023-09-30 61d | -76.6% | ||
Robert J. Wittman House · R · VA | Procter & Gamble Company | Buy | $1K-15K | 2023-07-31 | 2023-09-30 61d | -54.8% | ||
Robert J. Wittman House · R · VA | Union Pacific Corporation | Sell·p | $1K-15K | 2023-07-27 | 2023-09-30 65d | -37.5% | ||
Robert J. Wittman House · R · VA | Dollar General Corporation | Sell | $1K-15K | 2023-07-21 | 2023-09-30 71d | -82.6% | ||
Robert J. Wittman House · R · VA | Zoetis Inc. Class A | Buy | $1K-15K | 2023-07-21 | 2023-09-30 71d | -119.3% | ||
Robert J. Wittman House · R · VA | Broadcom Inc. | Sell·p | $1K-15K | 2023-06-13 | 2023-09-30 109d | +176.7% | ||
Robert J. Wittman House · R · VA | Chubb Limited | Sell | $1K-15K | 2023-06-13 | 2023-09-30 109d | +21.8% | ||
Robert J. Wittman House · R · VA | S&P Global Inc. | Buy | $1K-15K | 2023-06-13 | 2023-09-30 109d | -48.6% | ||
Robert J. Wittman House · R · VA | Accenture plc Class A Ordinary Shares | Sell·p | $1K-15K | 2023-04-21 | 2023-09-30 162d | -84.1% | ||
Robert J. Wittman House · R · VA | Mastercard Incorporated | Buy | $1K-15K | 2022-12-07 | 2023-08-13 249d | +0.9% | ||
Robert J. Wittman House · R · VA | Accenture plc Class A Ordinary Shares | Buy | $1K-15K | 2022-10-08 | 2023-08-13 309d | -103.2% | ||
Robert J. Wittman House · R · VA | TJX Companies, Inc. Subholding Of: Morgan Stanley INH IRA | Buy | $1K-15K | 2022-07-15 | 2023-08-13 394d | +32.5% | ||
Robert J. Wittman House · R · VA | Piedmont Office Realty Trust, Inc. Class A | Sell·p | $1K-15K | 2022-02-27 | 2023-08-13 532d | -109.9% | ||
Robert J. Wittman House · R · VA | JP Morgan Chase & Co. | Buy | $1K-15K | 2023-05-30 | 2023-06-09 10d | +68.3% | ||
Robert J. Wittman House · R · VA | Cisco Systems, Inc. | Sell | $1K-15K | 2023-04-20 | 2023-05-07 17d | +23.0% | ||
Robert J. Wittman House · R · VA | Exxon Mobil Corporation | Buy | $1K-15K | 2023-04-20 | 2023-05-07 17d | -35.1% | ||
Robert J. Wittman House · R · VA | — | Global X MSCI Norway ETF Mutual fund | Sell | $1K-15K | 2023-02-03 | 2023-03-05 30d | — | |
Robert J. Wittman House · R · VA | — | Ishares MSCI Euro Financial Mutual fund | Buy | $1K-15K | 2023-02-03 | 2023-03-05 30d | — | |
Robert J. Wittman House · R · VA | — | Ishares US Pharmaceuticals ETF Mutual fund | Buy | $1K-15K | 2023-02-03 | 2023-03-05 30d | — | |
Robert J. Wittman House · R · VA | — | Ishares US Technology ETF Mutual fund | Sell·p | $1K-15K | 2023-02-03 | 2023-03-05 30d | — | |
Robert J. Wittman House · R · VA | Microsoft Corporation | Sell·p | $1K-15K | 2023-02-03 | 2023-03-05 30d | +27.1% | ||
Robert J. Wittman House · R · VA | — | SPDR Bloomberg Short Term HI Mutual fund | Sell | $1K-15K | 2023-02-03 | 2023-03-05 30d | — | |
Robert J. Wittman House · R · VA | — | Vaneck Morningstar Intl Moat ETF Mutual fund | Buy | $1K-15K | 2023-02-03 | 2023-03-05 30d | — | |
Robert J. Wittman House · R · VA | Baxter International Inc. Filing Status: New
Subholding Of: Morgan Stanley | Sell | $1K-15K | 2023-01-20 | 2023-02-15 26d | -127.0% | ||
Robert J. Wittman House · R · VA | — | Harding Loevner Intl Eqty Inst Filing Status: New
Subholding Of: Morgan Stanley
Location: US
Description: Mutual fund | Buy | $1K-15K | 2023-01-20 | 2023-02-15 26d | — | |
Robert J. Wittman House · R · VA | — | AB Global Bond Adv Filing Status: New
Subholding Of: Morgan Stanley
Location: US
Description: Mutual fund | Buy | $15K-50K | 2023-01-17 | 2023-02-15 29d | — | |
Robert J. Wittman House · R · VA | — | Metropolitan West Tot Ret Bd I Filing Status: New
Subholding Of: Morgan Stanley
Location: US
Description: Mutual fund | Buy | $15K-50K | 2023-01-17 | 2023-02-15 29d | — | |
Robert J. Wittman House · R · VA | — | Vanguard Total Bond Market Filing Status: New
Subholding Of: Morgan Stanley
Location: US
Description: Mutual fund | Sell | $15K-50K | 2023-01-17 | 2023-02-15 29d | — | |
Robert J. Wittman House · R · VA | — | Vanguard Total Intl Bond ETF Filing Status: New
Subholding Of: Morgan Stanley
Location: US
Description: Mutual fund | Sell | $15K-50K | 2023-01-17 | 2023-02-15 29d | — | |
Robert J. Wittman House · R · VA | — | Harding Loevner Intl Eqty Inst Filing Status: New
Subholding Of: Morgan Stanley
Location: US
Description: Mutual fund | Buy | $15K-50K | 2023-01-04 | 2023-02-15 42d | — | |
Robert J. Wittman House · R · VA | — | Ishares Edge MSCI Min Vol USA Filing Status: New
Subholding Of: Morgan Stanley
Location: US
Description: Mutual fund | Sell·p | $1K-15K | 2023-01-04 | 2023-02-15 42d | — | |
Robert J. Wittman House · R · VA | — | Virtus Vontobel Foreign Opp Filing Status: New
Subholding Of: Morgan Stanley
Location: US
Description: Mutual fund | Sell | $15K-50K | 2023-01-04 | 2023-02-15 42d | — | |
Robert J. Wittman House · R · VA | Elevance Health, Inc. Filing Status: New
Subholding Of: Morgan Stanley | Sell·p | $1K-15K | 2023-01-03 | 2023-02-15 43d | -108.3% | ||
Robert J. Wittman House · R · VA | Dollar General Corporation | Buy | $1K-15K | 2022-12-21 | 2023-01-05 15d | -135.7% | ||
Robert J. Wittman House · R · VA | McDonald's Corporation | Sell·p | $1K-15K | 2022-12-21 | 2023-01-05 15d | -87.3% | ||
Robert J. Wittman House · R · VA | — | Vanguard Total Bond Market ETF Mutual fund | Buy | $1K-15K | 2022-12-21 | 2023-01-05 15d | — | |
Robert J. Wittman House · R · VA | — | Vanguard Total Inl Bond ETF Mutual fund | Buy | $1K-15K | 2022-12-21 | 2023-01-05 15d | — | |
Robert J. Wittman House · R · VA | —BD | AB Global Bond Adv Mutual fund | Sell·p | $1K-15K | 2022-12-14 | 2023-01-05 22d | — | |
Robert J. Wittman House · R · VA | — | Metropolitan West Tot Ret Bd I Mutual fund | Sell·p | $1K-15K | 2022-12-14 | 2023-01-05 22d | — | |
Robert J. Wittman House · R · VA | — | Vanguard Total Bond Market ETF Mutual fund | Buy | $1K-15K | 2022-12-14 | 2023-01-05 22d | — | |
Robert J. Wittman House · R · VA | — | Vanguard Total Intl Bond ETF Mutual fund | Buy | $1K-15K | 2022-12-14 | 2023-01-05 22d | — | |
Robert J. Wittman House · R · VA | Comcast Corporation - Class A | Buy | $1K-15K | 2022-12-07 | 2023-01-05 29d | -111.8% | ||
Robert J. Wittman House · R · VA | Mastercard Incorporated | Buy | $1K-15K | 2022-12-07 | 2023-01-05 29d | +0.9% | ||
Robert J. Wittman House · R · VA | Amazon.com, Inc. | Buy | $1K-15K | 2022-11-18 | 2022-12-08 20d | +89.8% | ||
Robert J. Wittman House · R · VA | — | MSIF Growth I Mutual Fund | Sell | $1K-15K | 2022-11-18 | 2022-12-08 20d | — | |
Robert J. Wittman House · R · VA | Apple Inc. | Buy | $1K-15K | 2022-11-17 | 2022-12-08 21d | +40.6% | ||
Robert J. Wittman House · R · VA | — | Franklin FTSE Japan ETF Mutual Fund | Buy | $1K-15K | 2022-11-17 | 2022-12-08 21d | — | |
Robert J. Wittman House · R · VA | — | Invesco KBW Bank ETF Mutual Fund | Buy | $1K-15K | 2022-11-17 | 2022-12-08 21d | — | |
Robert J. Wittman House · R · VA | Invesco QQQ Trust Series 1 Mutual Fund | Sell·p | $1K-15K | 2022-11-17 | 2022-12-08 21d | +43.9% | ||
Robert J. Wittman House · R · VA | — | ISHA Curr Hedged MSCI EAFE Mutual Fund | Sell | $1K-15K | 2022-11-17 | 2022-12-08 21d | — | |
Robert J. Wittman House · R · VA | — | iShares 10+ Year Investment Mutual Fund | Buy | $1K-15K | 2022-11-17 | 2022-12-08 21d | — | |
Robert J. Wittman House · R · VA | — | Ishares 20+yr Treasu Bond ETF Mutual Fund | Sell | $1K-15K | 2022-11-17 | 2022-12-08 21d | — | |
Robert J. Wittman House · R · VA | — | iShares Core S&P Small Cap E Mutual Fund | Buy | $1K-15K | 2022-11-17 | 2022-12-08 21d | — | |
Robert J. Wittman House · R · VA | — | iShares MSCI EAFE Val ETF Mutual Fund | Buy | $1K-15K | 2022-11-17 | 2022-12-08 21d | — | |
Robert J. Wittman House · R · VA | — | Ishares US Technology ETF Mutual Fund | Sell·p | $1K-15K | 2022-11-11 | 2022-12-08 27d | — | |
Robert J. Wittman House · R · VA | — | Energy Sel Sect SPDR FD | Buy | $1K-15K | 2022-09-27 | 2022-10-05 8d | — | |
Robert J. Wittman House · R · VA | — | Franklin FTSE UK ETF | Sell | $1K-15K | 2022-09-27 | 2022-10-05 8d | — | |
Robert J. Wittman House · R · VA | — | Ishares 0-5 HY Corp | Buy | $1K-15K | 2022-09-27 | 2022-10-05 8d | — | |
Robert J. Wittman House · R · VA | — | Ishares Core MSCI EAFE ETF | Sell·p | $1K-15K | 2022-09-27 | 2022-10-05 8d | — | |
Robert J. Wittman House · R · VA | — | Ishares US Technology ETF | Sell·p | $1K-15K | 2022-09-27 | 2022-10-05 8d | — | |
Robert J. Wittman House · R · VA | — | JPM Nasdaq Equity Premium | Buy | $1K-15K | 2022-09-27 | 2022-10-05 8d | — | |
Robert J. Wittman House · R · VA | Westrock Company | Sell | $1K-15K | 2022-09-27 | 2022-10-05 8d | — | ||
Robert J. Wittman House · R · VA | Comcast Corporation - Class A | Sell | $1K-15K | 2022-09-15 | 2022-10-05 20d | -111.9% | ||
Robert J. Wittman House · R · VA | International Flavors & Fragrances, Inc. | Sell·p | $1K-15K | 2022-09-15 | 2022-10-05 20d | -110.1% | ||
Robert J. Wittman House · R · VA | Mastercard Incorporated | Sell·p | $1K-15K | 2022-09-15 | 2022-10-05 20d | +17.4% | ||
Robert J. Wittman House · R · VA | SPDR S&P 500 ETF Trust | Buy | $1K-15K | 2022-09-15 | 2022-10-05 20d | +0.0% | ||
Robert J. Wittman House · R · VA | — | Global X US INF DEV ETF | Sell | $1K-15K | 2021-09-27 | 2022-10-05 373d | — | |
Robert J. Wittman House · R · VA | — | Virtus Vontobel Foreign Opp Mutual Fund | Buy | $1K-15K | 2022-08-30 | 2022-09-10 11d | — | |
Robert J. Wittman House · R · VA | — | Goldman Activebeta US LC ETF Mutual Fund | Sell·p | $1K-15K | 2022-08-16 | 2022-09-10 25d | — | |
Robert J. Wittman House · R · VA | — | iShares US Technology ETF Mutual Fund | Sell·p | $1K-15K | 2022-08-16 | 2022-09-10 25d | — | |
Robert J. Wittman House · R · VA | Alphabet Inc. - Class C Capital Stock | Buy | $1K-15K | 2022-08-10 | 2022-09-10 31d | +60.3% | ||
Robert J. Wittman House · R · VA | Amazon.com, Inc. | Buy | $1K-15K | 2022-08-10 | 2022-09-10 31d | +6.6% | ||
Robert J. Wittman House · R · VA | — | iShares US Technology ETF Mutual Fund | Buy | $1K-15K | 2022-08-10 | 2022-09-10 31d | — | |
Robert J. Wittman House · R · VA | Microsoft Corporation | Buy | $1K-15K | 2022-08-10 | 2022-09-10 31d | +8.4% | ||
Robert J. Wittman House · R · VA | — | SPDR Blackstone Senior Loan Mutual Fund | Sell | $1K-15K | 2022-08-10 | 2022-09-10 31d | — | |
Robert J. Wittman House · R · VA | Abbott Laboratories Filing Status: New
Subholding Of: Morgan Stanley | Buy | $1K-15K | 2022-07-15 | 2022-08-10 26d | -89.9% | ||
Robert J. Wittman House · R · VA | Baxter International Inc. Filing Status: New
Subholding Of: Morgan Stanley | Buy | $1K-15K | 2022-07-15 | 2022-08-10 26d | -151.2% | ||
Robert J. Wittman House · R · VA | Walmart Inc. Filing Status: New
Subholding Of: Morgan Stanley | Buy | $1K-15K | 2022-07-15 | 2022-08-10 26d | +100.8% | ||
Robert J. Wittman House · R · VA | Abbott Laboratories | Sell·p | $1K-15K | 2022-06-16 | 2022-07-08 22d | -92.8% | ||
Robert J. Wittman House · R · VA | AbbVie Inc. | Buy | $1K-15K | 2022-06-16 | 2022-07-08 22d | +8.8% | ||
Robert J. Wittman House · R · VA | Amazon.com, Inc. | Buy | $1K-15K | 2022-06-16 | 2022-07-08 22d | +49.6% | ||
Robert J. Wittman House · R · VA | Baxter International Inc. | Sell·p | $1K-15K | 2022-06-16 | 2022-07-08 22d | -161.0% | ||
Robert J. Wittman House · R · VA | First Trust TCW Opportunistic Fixed Income ETF | Sell | $1K-15K | 2022-06-16 | 2022-07-08 22d | — | ||
Robert J. Wittman House · R · VA | General Electric Company | Sell | $1K-15K | 2022-06-16 | 2022-07-08 22d | +594.1% | ||
Robert J. Wittman House · R · VA | Global X Funds Global X U.S. Infrastructure Development ETF | Sell·p | $1K-15K | 2022-06-16 | 2022-07-08 22d | +26.1% | ||
Robert J. Wittman House · R · VA | iShares 0-5 Year High Yield Corporate Bond ETF | Buy | $1K-15K | 2022-06-16 | 2022-07-08 22d | -99.7% | ||
Robert J. Wittman House · R · VA | iShares 10-20 Year Treasury Bond ETF | Buy | $1K-15K | 2022-06-16 | 2022-07-08 22d | -118.8% | ||
Robert J. Wittman House · R · VA | iShares Core S&P 500 ETF | Sell | $1K-15K | 2022-06-16 | 2022-07-08 22d | +0.7% | ||
Robert J. Wittman House · R · VA | iShares Russell 1000 ETF | Buy | $1K-15K | 2022-06-16 | 2022-07-08 22d | -0.3% | ||
Robert J. Wittman House · R · VA | SPDR S&P 500 | Sell·p | $1K-15K | 2022-06-16 | 2022-07-08 22d | +0.0% | ||
Robert J. Wittman House · R · VA | TJX Companies, Inc. | Sell·p | $1K-15K | 2022-06-16 | 2022-07-08 22d | +37.9% | ||
Robert J. Wittman House · R · VA | Walmart Inc. | Buy | $1K-15K | 2022-06-16 | 2022-07-08 22d | +111.6% | ||
Robert J. Wittman House · R · VA | Walmart Inc. | Sell·p | $1K-15K | 2022-06-16 | 2022-07-08 22d | +111.6% | ||
Robert J. WittmanJT House · R · VA | Duke Realty Corporation | Sell·p | $1K-15K | 2022-05-10 | 2022-06-04 25d | — | ||
Robert J. Wittman House · R · VA | — | ISHA Curr Hedged MSCI EAFE | Buy | $1K-15K | 2022-05-10 | 2022-06-04 25d | — | |
Robert J. Wittman House · R · VA | — | Ishares 0-5 HY Corp | Buy | $1K-15K | 2022-05-10 | 2022-06-04 25d | — | |
Robert J. Wittman House · R · VA | — | Ishares Core MSCI EAFE ETF | Sell·p | $1K-15K | 2022-05-10 | 2022-06-04 25d | — | |
Robert J. Wittman House · R · VA | — | Ishares Core MSCI Europe | Sell | $1K-15K | 2022-05-10 | 2022-06-04 25d | — | |
Robert J. Wittman House · R · VA | — | Ishares MSCI EAFE Grwth EF | Sell | $1K-15K | 2022-05-10 | 2022-06-04 25d | — | |
Robert J. Wittman House · R · VA | JPMorgan Betabuilders Canada | Buy | $1K-15K | 2022-05-10 | 2022-06-04 25d | +97.1% | ||
Robert J. Wittman House · R · VA | JPMorgan Equity Premium Inco | Buy | $1K-15K | 2022-05-10 | 2022-06-04 25d | +97.1% | ||
Robert J. Wittman House · R · VA | — | SPDR Blackstone Senior Loan | Buy | $1K-15K | 2022-05-10 | 2022-06-04 25d | — | |
Robert J. Wittman House · R · VA | Starbucks Corporation | Sell | $1K-15K | 2022-05-10 | 2022-06-04 25d | -37.6% | ||
Robert J. Wittman House · R · VA | — | Vanguard Total Bond Market | Sell | $1K-15K | 2022-05-10 | 2022-06-04 25d | — | |
Robert J. Wittman House · R · VA | — | Putnam Ultra Sht Dur Inc A | Sell | $1K-15K | 2022-04-26 | 2022-05-13 17d | — | |
Robert J. Wittman House · R · VA | Abbott Laboratories | Buy | $1K-15K | 2022-04-19 | 2022-05-13 24d | -73.6% | ||
Robert J. Wittman House · R · VA | — | Ishares Russell 1000 ETF | Sell | $1K-15K | 2022-04-19 | 2022-05-13 24d | — | |
Robert J. Wittman House · R · VA | SPDR S&P 500 ETF Trust | Buy | $1K-15K | 2022-04-19 | 2022-05-13 24d | +0.0% | ||
Robert J. Wittman House · R · VA | TJX Companies, Inc. | Buy | $1K-15K | 2022-04-19 | 2022-05-13 24d | +41.6% | ||
Robert J. Wittman House · R · VA | Caterpillar, Inc. | Buy | $1K-15K | 2022-03-29 | 2022-04-09 11d | +93.4% | ||
Robert J. Wittman House · R · VA | General Electric Company | Buy | $1K-15K | 2022-03-29 | 2022-04-09 11d | +388.8% | ||
Robert J. Wittman House · R · VA | Hartford Financial Services Group, Inc. | Buy | $1K-15K | 2022-03-29 | 2022-04-09 11d | +23.3% | ||
Robert J. Wittman House · R · VA | iShares 20+ Year Treasury Bond ETF | Buy | $1K-15K | 2022-03-29 | 2022-04-09 11d | -96.7% | ||
Robert J. Wittman House · R · VA | Rio Tinto Plc | Buy | $1K-15K | 2022-03-29 | 2022-04-09 11d | -52.5% | ||
Robert J. Wittman House · R · VA | Abbott Laboratories | Sell·p | $1K-15K | 2022-03-15 | 2022-04-09 25d | -79.0% | ||
Robert J. Wittman House · R · VA | iShares Russell 1000 ETF | Buy | $1K-15K | 2022-03-15 | 2022-04-09 25d | -1.5% | ||
Robert J. Wittman House · R · VA | SPDR S&P 500 | Sell·p | $1K-15K | 2022-03-15 | 2022-04-09 25d | +0.0% | ||
Robert J. Wittman House · R · VA | TJX Companies, Inc. | Sell·p | $1K-15K | 2022-03-15 | 2022-04-09 25d | +46.7% | ||
Robert J. Wittman House · R · VA | iShares 0-5 Year High Yield Corporate Bond ETF | Buy | $1K-15K | 2022-03-08 | 2022-04-09 32d | -82.1% | ||
Robert J. Wittman House · R · VA | Kinder Morgan, Inc. Warrants Expiring 2017 | Buy | $1K-15K | 2022-03-08 | 2022-04-09 32d | — | ||
Robert J. Wittman House · R · VA | —BD | Vanguard Intermediate Term Cor Corporate bond fund | Sell | $1K-15K | 2022-03-08 | 2022-04-09 32d | — | |
Robert J. Wittman House · R · VA | —BD | Vanguard Total Bond Index Fund Corporarte bond index fund | Sell·p | $1K-15K | 2022-03-08 | 2022-04-09 32d | — | |
Robert J. Wittman House · R · VA | Mastercard Incorporated | Buy | $1K-15K | 2022-02-28 | 2022-03-09 9d | +12.5% | ||
Robert J. Wittman House · R · VA | Morgan Stanley Merck & Company, Inc. Common Stock | Sell | $1K-15K | 2022-02-28 | 2022-03-09 9d | +23.2% | ||
Robert J. Wittman House · R · VA | Apple Inc. | Buy | $1K-15K | 2022-01-28 | 2022-02-13 16d | +34.6% | ||
Robert J. Wittman House · R · VA | Morgan Stanley INH IRA Franklin FTSE united Kingdom ETF | Buy | $1K-15K | 2022-01-28 | 2022-02-13 16d | — | ||
Robert J. Wittman House · R · VA | Morgan Stanley Invesco S&P 500 High beta ETF | Sell | $1K-15K | 2022-01-28 | 2022-02-13 16d | — | ||
Robert J. Wittman House · R · VA | Morgan Stanley INH IRA iShares Core MSCI Europe ETF | Buy | $1K-15K | 2022-01-28 | 2022-02-13 16d | — | ||
Robert J. Wittman House · R · VA | Morgan Stanley INH IRA iShares MSCI EAFE growth ETF | Sell | $1K-15K | 2022-01-28 | 2022-02-13 16d | -126.8% | ||
Robert J. Wittman House · R · VA | Morgan Stanley Meta Platforms, Inc. - Class A | Buy | $1K-15K | 2022-01-28 | 2022-02-13 16d | +35.9% | ||
Robert J. Wittman House · R · VA | dR Select Sector Fund - Energy Select Sector | Buy | $1K-15K | 2022-01-28 | 2022-02-13 16d | +21.4% | ||
Robert J. Wittman House · R · VA | Morgan Stanley INH IRA Honeywell International Inc. | Sell | $1K-15K | 2022-01-14 | 2022-02-13 30d | -51.0% | ||
Robert J. Wittman House · R · VA | Morgan Stanley INH IRA lockheed Martin Corporation | Sell | $1K-15K | 2022-01-14 | 2022-02-13 30d | -6.0% | ||
Robert J. Wittman House · R · VA | Morgan Stanley INH IRA SPdR S&P 500 | Buy | $1K-15K | 2022-01-14 | 2022-02-13 30d | +0.0% | ||
Robert J. Wittman House · R · VA | Morgan Stanley SPdR S&P 500 | Sell·p | $1K-15K | 2022-01-05 | 2022-02-13 39d | +0.0% | ||
Robert J. Wittman House · R · VA | AT&T Inc. | Buy | $1K-15K | 2021-12-16 | 2022-01-09 24d | -36.9% | ||
Robert J. Wittman House · R · VA | Morgan Stanley boston Scientific Corporation | Sell | $1K-15K | 2021-12-16 | 2022-01-09 24d | -51.9% | ||
Robert J. Wittman House · R · VA | Morgan Stanley EOg Resources, Inc. | Buy | $1K-15K | 2021-12-16 | 2022-01-09 24d | +13.1% | ||
Robert J. Wittman House · R · VA | Morgan Stanley Northrop grumman Corporation | Sell | $1K-15K | 2021-12-16 | 2022-01-09 24d | -19.0% | ||
Robert J. Wittman House · R · VA | Morgan Stanley INH IRA Starbucks Corporation | Buy | $1K-15K | 2021-12-16 | 2022-01-09 24d | -64.8% | ||
Robert J. Wittman House · R · VA | Morgan Stanley INH IRA Target Corporation | Sell | $1K-15K | 2021-12-16 | 2022-01-09 24d | -87.2% | ||
Robert J. Wittman House · R · VA | Morgan Stanley Westrock Company Common Stock Ex-distribution When Issued | Buy | $1K-15K | 2021-12-16 | 2022-01-09 24d | — | ||
Robert J. Wittman House · R · VA | Morgan Stanley INH IRA CME group Inc. - Class A | Sell | $1K-15K | 2021-12-14 | 2022-01-09 26d | -24.3% | ||
Robert J. Wittman House · R · VA | Morgan Stanley INH IRA NextEra Energy, Inc. | Sell·p | $1K-15K | 2021-12-14 | 2022-01-09 26d | -62.1% | ||
Robert J. Wittman House · R · VA | Morgan Stanley INH IRA Walmart Inc. | Buy | $1K-15K | 2021-12-14 | 2022-01-09 26d | +101.1% | ||
Robert J. Wittman House · R · VA | Morgan Stanley INH IRA AT&T Inc. | Sell | $1K-15K | 2021-12-09 | 2022-01-09 31d | -32.8% | ||
Robert J. Wittman House · R · VA | CyrusOne Inc | Buy | $1K-15K | 2021-09-30 | 2021-10-18 18d | — | ||
Robert J. Wittman House · R · VA | Morgan Stanley Johnson & Johnson | Sell | $1K-15K | 2021-09-13 | 2021-10-18 35d | +1.9% | ||
Robert J. Wittman House · R · VA | Morgan Stanley INH IRA TJX Companies, Inc. | Buy | $1K-15K | 2021-09-13 | 2021-10-18 35d | +32.3% | ||
Robert J. Wittman House · R · VA | Morgan Stanley Johnson & Johnson | Sell·p | $1K-15K | 2021-09-10 | 2021-10-18 38d | +0.4% | ||
Robert J. WittmanSP House · R · VA | Royal gold, Inc. | Sell | $1K-15K | 2021-09-01 | 2021-10-18 47d | +77.4% | ||
Robert J. Wittman House · R · VA | Cisco Systems, Inc. | Sell·p | $1K-15K | 2021-08-26 | 2021-09-23 28d | -6.2% | ||
Robert J. Wittman House · R · VA | Dollar general Corporation | Sell | $1K-15K | 2021-05-14 | 2021-06-08 25d | -111.6% | ||
Robert J. Wittman House · R · VA | Morgan Stanley INH IRA united Parcel Service, Inc. | Sell | $1K-15K | 2021-05-14 | 2021-06-08 25d | -126.5% | ||
Robert J. Wittman House · R · VA | om Inc. | Buy | $1K-15K | 2021-04-22 | 2021-05-12 20d | +467.0% | ||
Robert J. Wittman House · R · VA | general Electric Company | Buy | $1K-15K | 2021-03-31 | 2021-04-12 12d | +308.4% | ||
Robert J. Wittman House · R · VA | Morgan Stanley INH IRA lowe's Companies, Inc. | Sell | $1K-15K | 2021-03-31 | 2021-04-12 12d | -67.5% | ||
Robert J. Wittman House · R · VA | Progressive Corporation | Sell | $1K-15K | 2021-02-18 | 2021-03-17 27d | +70.3% | ||
Robert J. Wittman House · R · VA | Caterpillar, Inc. | Buy | $1K-15K | 2021-01-13 | 2021-02-22 40d | +91.6% | ||
Robert J. Wittman House · R · VA | Morgan Stanley INH IRA Visa Inc. | Sell | $1K-15K | 2021-01-13 | 2021-02-22 40d | +8.3% | ||
Robert J. Wittman House · R · VA | Costco Wholesale Corporation | Buy | $1K-15K | 2020-07-02 | 2021-01-26 208d | +109.1% | ||
Robert J. Wittman House · R · VA | Morgan Stanley Crown Castle International Corp. | Buy | $1K-15K | 2020-07-02 | 2021-01-26 208d | -183.6% | ||
Robert J. Wittman House · R · VA | Morgan Stanley CVS Health Corporation | Sell | $1K-15K | 2020-07-02 | 2021-01-26 208d | -105.9% | ||
Robert J. Wittman House · R · VA | Morgan Stanley duke Energy Corporation | Sell | $1K-15K | 2020-07-02 | 2021-01-26 208d | -79.4% | ||
Robert J. Wittman House · R · VA | Morgan Stanley Home depot, Inc. | Buy | $1K-15K | 2020-07-02 | 2021-01-26 208d | -97.3% | ||
Robert J. Wittman House · R · VA | Morgan Stanley Kimberly-Clark Corporation | Buy | $1K-15K | 2020-07-02 | 2021-01-26 208d | -159.8% | ||
Robert J. Wittman House · R · VA | Morgan Stanley Royal gold, Inc. | Buy | $1K-15K | 2020-07-02 | 2021-01-26 208d | -15.9% | ||
Robert J. Wittman House · R · VA | Morgan Stanley Visa Inc. | Buy | $1K-15K | 2020-07-02 | 2021-01-26 208d | -19.5% | ||
Robert J. Wittman House · R · VA | CVS Health Corporation | Sell | $1K-15K | 2020-12-31 | 2021-01-19 19d | -73.9% | ||
Robert J. Wittman House · R · VA | Schwab account People's United Financial, Inc. | Sell | $15K-50K | 2020-12-31 | 2021-01-19 19d | — | ||
Robert J. Wittman House · R · VA | Walt Disney Company | Sell | $1K-15K | 2020-11-20 | 2020-12-15 25d | -124.2% | ||
Robert J. Wittman House · R · VA | American Express Company | Buy | $1K-15K | 2020-10-16 | 2020-11-19 34d | +94.2% | ||
Robert J. Wittman House · R · VA | Morgan Stanley Anthem, Inc. | Buy | $1K-15K | 2020-10-16 | 2020-11-19 34d | — | ||
Robert J. Wittman House · R · VA | Morgan Stanley INH IRA Charles Schwab Corporation | Buy | $1K-15K | 2020-10-16 | 2020-11-19 34d | +21.1% | ||
Robert J. Wittman House · R · VA | Morgan Stanley Internationa Flavors & Fragrances, Inc. | Buy | $1K-15K | 2020-10-16 | 2020-11-19 34d | -140.7% | ||
Robert J. Wittman House · R · VA | Morgan Stanley boston Scientific Corporation | Buy | $1K-15K | 2020-10-02 | 2020-11-19 48d | -109.2% | ||
Robert J. Wittman House · R · VA | Morgan Stanley Microsoft Corporation | Buy | $1K-15K | 2020-10-02 | 2020-11-19 48d | +37.1% | ||
Robert J. Wittman House · R · VA | Morgan Stanley INH IRA Progressive Corporation | Buy | $1K-15K | 2020-10-02 | 2020-11-19 48d | +21.5% | ||
Robert J. Wittman House · R · VA | Motorola Solutions, Inc. | Buy | $1K-15K | 2020-06-22 | 2020-07-07 15d | +127.8% | ||
Robert J. Wittman House · R · VA | Morgan Stanley PNC Financial Services group, Inc. | Sell | $1K-15K | 2020-06-22 | 2020-07-07 15d | -29.1% | ||
Robert J. Wittman House · R · VA | becton, Dickinson and Company | Sell | $1K-15K | 2020-05-22 | 2020-06-08 17d | -133.4% | ||
Robert J. Wittman House · R · VA | Morgan Stanley Exxon Mobil Corporation | Buy | $1K-15K | 2020-05-21 | 2020-06-08 18d | +122.9% |
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